See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,241 | $76,407-95.8% | $150,298-97.8% | $82,448-96.1% |
| Participation rate | 68.7% | 66.4%+2.3pp | 77.8%-9.1pp | 68.1%+0.6pp |
| Annual return | 37.65% | 39.99%-2.3pp | 62.79%-25.1pp | 41.64%-4.0pp |
| Employer contribution / active EE | $517 | $2,614-80.2% | $4,154-87.5% | $2,551-79.7% |
| Participant deferral / active EE | $1,075 | $3,214-66.6% | $5,453-80.3% | $4,139-74.0% |
| Admin fee / account holder | $339 | $6,352-94.7% | $14,116-97.6% | $7,234-95.3% |